Database Links Archives | SnapSurveys

Database link wizard: Online email invitations

Sharon Borg — Tue, 21 May 2024 15:59:39 +0000

This page is available if you have chosen to send email invitations for an online survey, using the database link wizard. This happens when you have

selected the send email invitations option

selected the login participants with email invitations options

Email invitations and reminders

Email address field	The database field that stores the participants’ email addresses.
Font formatting	Choose the font type, size, format and colour for the selected text in the Invitation or Reminder.
Email subject and text	Enter your email subject in the top pane and the message in the lower field.
Insert	Enter an HTML field, the survey location, a field from the database containing information specific to the participant or a survey opt out link. The survey location link is mandatory.
Invitation	Enter the email invitation text and insert any fields required, including the survey location, which is mandatory.
Reminder	Enter the email reminder text. By default, this is the same as the Invitation text. The survey location link is mandatory.
Automatically log into survey	The link to the survey location automatically logs in the participant, and they do not need to enter their login details.
Show a login page	The participant must enter their login details before they can start the questionnaire. The Participant paradata variable identifies the participant when they click the link.
Use HTML emails	Select this option if you want to use HTML in your emails. Clear this option to send plain text emails.

The post Database link wizard: Online email invitations appeared first on SnapSurveys.

Database link wizard: Variable mapping

Sharon Borg — Thu, 07 Mar 2024 10:02:56 +0000

The variable mapping dialog allows you to specify which database field maps to a Snap variable. If you are mapping a database field to a single or multi-response variable in Snap you can seed data directly into one or more codes. This is shown in the picture above. When a multi-response variable is selected, the available codes appear in the lower pane.

The questionnaire seeding page is displayed if you have selected Import from or Export to a database. It is also shown if you have selected Seed database data into questionnaires when setting up the options for online surveys.

Instructions to map variables

To seed (transfer) data from a database field to a question variable in the survey, click in the area to the right of the field and select the survey variable from the drop-down list.

Single and multiple-response questions in Snap XMP Desktop have a code for each possible answer. You can seed data directly into one or more codes.

Column	Description
Database values	The possible values for the selected field in the database.
Counts	The number of cases in the database with the specified value.
Snap code index	The different possible responses to seed into.

Select the code that you wish to seed for a given value of the database field. The example shows different age range fields in the database being seeded into the single-multiple response question Age. If the Age field in the database is set to 2 the age range 25 to 44 will be seeded into the field.
Click Next. You will see a summary of what the database link does.
Enter a name for the link and click Finish.

The post Database link wizard: Variable mapping appeared first on SnapSurveys.

Database link wizard: Setting up email or logins for an online survey

Sharon Borg — Thu, 07 Mar 2024 10:02:33 +0000

This page of the wizard contains the email and login options for the survey. You can choose to send email invitations only to the participants, or to use log ins for the participants.

Email invitations

Select the Send email invitations only option to send an email invitation only to your participants. This does not provide tracking options. This requires email addresses to be provided in the participant data. With this option, clicking next opens an email editor, where you can create the email invitation.

Log in participants

Select the Log in participants option to provide the option to track and manage participants in Snap XMP Online. The participant data must contain a field containing unique values to use as the login. You have the option to require a password, send email invitations, seed the questionnaire as well as use group questionnaires.

Email and login settings

Send email invitations only	Select to go straight to setting up emails, using email addresses from the participant data.
Log in participant	Select to use unique ids from the participant data to log into the survey. Snap XMP uses these to maintain the survey. This tracks the participants in Snap XMP Online for emails, reminders and seeding.
Login field	Select a database field containing unique values to use as the login.
Password field	Select a database field to use as the password.
Send email invitations and reminders	Check this box to include email invitations. These may include data from the database.
Seed database data into questionnaire	Check this box to pre-load the response for an individual with data from the database. You can only seed data for known respondents, so this box is only available if respondents are logging into the survey.
Group questionnaire	Used if the participant needs to complete multiple versions of a survey for different subjects.
Subject field	Select the database field containing the subjects that a participant should use to fill in the survey.
Identify respondents in the response data (‘Respondent’ paradata variable is required)	Select to store the respondent login name in the respondent paradata variable when publishing. The Participant paradata variable must be set on in the survey.

The post Database link wizard: Setting up email or logins for an online survey appeared first on SnapSurveys.

Database link wizard: Database import/export options

Sharon Borg — Thu, 07 Mar 2024 10:02:07 +0000

This page appears when you are importing or exporting data between a survey and a database using the database link wizard.

Join cases where the link variables match	Update the variable data for cases where the specified link variable is matched in the source survey and the import data. Do not import cases where the link variable does not match.
Join matching cases and append unmatched cases	Update the variable data for cases where the specified link variable is matched in the source survey and the import data. Add new cases for each new value of the link variable.
Append unmatched cases only	Do not update the variable data for cases where the specified link variable is matched in the source survey and the import data. Add new cases for each new value of the link variable.
Append all cases	Add all cases from the import data without checking if they already exist. (Cases may be duplicated but never overwritten.)
Link Variables	Specify which variables will be used to match cases across the surveys.
Database field	Select the field to match to a Snap variable or case number.
Use Snap variable	Select the variable to match on from the drop-down list.
Use Snap case number	Use the Snap case number (system data) to match cases.

The post Database link wizard: Database import/export options appeared first on SnapSurveys.

Database link wizard: Select Database

Sharon Borg — Thu, 07 Mar 2024 10:01:46 +0000

The Select Database page is available when you use a database link to import or export data from a database, set up emails for an online survey or connect to a respondent database for a Snap XMP survey. This page allows you to select the database you are linking to, and apply any filters or passwords required.

Table of fields

Select Database File	Open a file selection dialog to select the database that you are linking to.
Build Data Link	Open the Microsoft data link tool to specify the type of database that you wish to link to. This is only required for unrecognised database types.
Advanced Settings	Open the database link Advanced Settings dialog to specify further details of your database.
Create Table	Export only: Add a new table to the selected database on file export. By default, exported cases will be added to the new table.
Select the Table to use	Select the database table from the dropdown list to import from or export to.
Where condition (SQL)	Import only: Specify a suitable SQL filter condition to select data from the database. (This expression will depend on the database you are using and the data you wish to import.)

Selecting a database

In the Select Database page, you can select the link to your participants’ data. There are two choices depending on the format in which your data is stored.
- Click Select Database File and browse to the Excel or MS Access file containing the participants’ data. This needs to include a unique id, such as a username or login id.
- Click Build Data Link to build a link to an Oracle or SQL Database containing the participants’ data. This needs to include a unique id, such as a username or login id.
The Select the Table to use drop-down automatically displays a table name. If this is not the table you require, select a different table from the list. If you wish to filter the participants so that this survey is only available to some members of the database, set an appropriate filter in the Where condition box. Click Next.
The next step depends on the options required for the survey. Click on the link that matches your required choice and follow the instructions given:
- Sending email invitations only with the option to seed the email invitation
- Using logins only with the option to seed the questionnaire
- Using Logins and sending email invitations with the option to seed both the email invitation and the questionnaire

The post Database link wizard: Select Database appeared first on SnapSurveys.

Database link wizard: Advanced Settings

Sharon Borg — Thu, 07 Mar 2024 10:01:19 +0000

The Advanced Settings dialog is accessed from the Database selection page of the wizard. It specifies how your database is accessed.

General

The first row is a header row	Check this box to ignore the first row in the Excel file.
Use Unicoded Literals	Used for Excel and Access data sources.
User ID and password	Enter the details for a password protected database if you wish to access the database automatically, for example, as a Hot Link.

SQL Quotes

This tab enables you to specify how SQL keywords will be quoted.

Types

Specify the data types used when creating new fields in the database on an export. The default types will be suitable for all standard operations.

The post Database link wizard: Advanced Settings appeared first on SnapSurveys.

Database link wizard: report

Sharon Borg — Thu, 07 Mar 2024 10:00:48 +0000

The report screen displays a summary of the database link that you have created. The information displayed will vary according to the type of link and the variables used in the survey.

Name	A unique identifier for the database link that will be created.
Label	You are able to enter a further description, for example, to describe the purpose of the database link.

The post Database link wizard: report appeared first on SnapSurveys.

Database link wizard: Import/export options

Sharon Borg — Thu, 07 Mar 2024 10:00:23 +0000

This page appears when you are importing or exporting data between two Snap XMP surveys using the database link wizard.

Join cases where the link variables match	Update the variable data for cases where the specified link variable is matched in the source survey and the import data. Do not import cases where the link variable does not match.
Join matching cases and append unmatched cases	Update the variable data for cases where the specified link variable is matched in the source survey and the import data. Add new cases for each new value of the link variable.
Append unmatched cases only	Do not update the variable data for cases where the specified link variable is matched in the source survey and the import data. Add new cases for each new value of the link variable.
Append all cases	Add all cases from the import data without checking if they already exist. Cases may be duplicated but never overwritten.
Link Variables	Specify which variables to match cases across the surveys.
Use Snap variable	Select the variable to match on from the drop-down list. You may choose a different variable for each survey.
Use Snap case number	Use the Snap case number to match cases.
Filter	Enter a filter to import or export a subset of the survey response data.

The post Database link wizard: Import/export options appeared first on SnapSurveys.

Database link wizard: Snap survey selection

Sharon Borg — Thu, 07 Mar 2024 10:00:02 +0000

The survey selection page shows all Snap XMP surveys in the currently selected directory, including information about the data they contain. This page is available when the options Import from Snap Survey or Export to Snap Survey are selected.

Offline/Online	Choose to view the offline surveys or the online surveys.
Browse	Browse for the offline survey directory that you wish to use.
Refresh	Refresh the list of online surveys available to the Snap XMP account.
Account	Change the Snap XMP account that you are using.

The post Database link wizard: Snap survey selection appeared first on SnapSurveys.

Database link wizard

Sharon Borg — Thu, 07 Mar 2024 09:59:38 +0000

The Database Link wizard allows you to create and modify links to an external database or another Snap XMP survey.

Online Invites/Logins/Seeding	Create a respondent file from a database that can be uploaded to Snap XMP Online and/or set up email invitations to a Snap XMP Online survey.
Import from Database	Import data from a database into the survey response data (the raw data file).
Export to Database	Export the raw response data from a survey into a database.
Import from Snap Survey	Import response data from a Snap survey, with the ability to cross-map variables if the survey has a different structure.
Export to Snap Survey	Export response data to a Snap survey, with the ability to cross-map variables if the survey has a different structure.

The post Database link wizard appeared first on SnapSurveys.

Database links

Sharon Borg — Thu, 07 Mar 2024 09:59:03 +0000

The Database Links dialog allows you to manage and create links to external databases.

Existing links	This contains a list of the available database link, showing the link name, type of link and whether it is a Hot Link.
New	Opens the Database Linkage Wizard to create a new data link.
Clone	Opens the Database Linkage Wizard with a copy of the selected database link’s details.
Modify	Opens the Database Linkage Wizard to edit the selected database link.
Delete	Delete the selected database link
Hot Link	This type of link automatically updates the survey with information from the selected database link when there is a new response.
Run	Run the selected database link, which loads data from the database into the matched survey fields.

The post Database links appeared first on SnapSurveys.